Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor

This week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions and how the right advisor can help you cut through confusion, avoid costly mistakes, and move forward with confidence.

In This Episode:

✅ It's never a one size fits all when hiring a financial advisor.
✅ Complexity in financial situations often signals the need for professional help.
✅ Having a financial team can help you focus on your strengths.
✅ A financial advisor provides guidance but does not make decisions for you.
✅ Understanding how a financial advisor gets paid is crucial.
✅ Diversification is key as your financial situation grows.
✅ The relationship with a financial advisor should be holistic and personal.
✅ It's important for spouses to be involved in financial planning.
✅ Feeling lonely in financial decisions can be alleviated with professional support.
✅ A financial advisor can help navigate significant life changes and transitions.

Reach out at [email protected]
Connect with Jeremiah:

LinkedIn:   / jeremiahjlee  
Email: [email protected]

Connect with Laura:

LinkedIn:   / laura-lee-59a83610  
Email: [email protected]

Connect with Randy:

LinkedIn:   / rkbarkley  
Email: [email protected]

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.